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Disclosery

Annex Advisory Services, LLC: MCRI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annex Advisory Services, LLC on MCRI, newest first. How the timeline and the estimate are built.

Annex Advisory Services, LLC held 14,682 MCRI shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,682 shares
    Change vs previous 13F -458 shares

    0.03% of the 13F portfolio, value $1,932,277.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,140 shares
    Change vs previous 13F -4,946 shares

    0.03% of the 13F portfolio, value $1,447,404.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,086 shares
    Change vs previous 13F -261 shares

    0.04% of the 13F portfolio, value $1,922,224.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,347 shares
    Change vs previous 13F -3,425 shares

    0.05% of the 13F portfolio, value $2,153,538.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,772 shares
    Change vs previous 13F +1,025 shares

    0.05% of the 13F portfolio, value $2,054,837.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,747 shares
    Change vs previous 13F +6,794 shares

    0.05% of the 13F portfolio, value $1,768,567.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,953 shares
    Change vs previous 13F +3,541 shares

    0.04% of the 13F portfolio, value $1,258,706.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,412 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $983,872.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).